Who is a staff member? How do I invite staff member?
A staff member is a user role on MoneyPenny.me which has limited access to your account.
To invite staff members to your account go to, Contacts ➝ Staff ➝ Add Staff ➝ enter data, choose role ‘Team Member’ and assign password to this Staff Member.
After clicking ‘Save Staff’ the staff member will receive an email invitation to their profile.
How do I deactivate a staff member?
To deactivate staff members go to, Contacts ➝ Staff ➝ check boxes of staff member and click ‘Deactivate’
this staff member will be moved to a list containing your inactive members
All deactivated members (members from this list) will not be able to login to their profiles.